Lumary AH - This article explains how to manage multiple worker processes on a worker's profile.
Multiple processes can be added to a worker . For example, if you are onboarding a Worker while simultaneously conducting a process for Incident Management, you can add two separate 'In Progress' processes for each against the Worker.
On the Processes tab on a Worker's record, you can easily view and navigate to both In Progress and Completed processes.
Required features, packages and permissions
Available with: Lumary 8.0 and later
This article explains how to view:
View in progress processes
To view all processes which have been against a worker:
- Go to a Worker record.
- Click on the Processes tab.
The Processes: In Progress section lists all processes which a Worker has In Progress.
For each In Progress process, the following information and actions are presented:
- The process name.
- The number of completed Actions/Sub-Actions versus the total.
- Description of the process, if set up.
- Next Action in the process which needs to be completed.
- Details of who added the process and when, and who last updated the process and when.
- A progress bar indicating how much of the process is complete.
- Continue button to view the process and to use the process.
- End Process Button to force the completion of the process before all steps are completed.
View completed processes
Completed Processes section lists out all processes which a worker has completed.
For each completed process, the following information and actions are presented:
- The process name
- The number of completed Actions/Sub-Actions versus the total
- Details of who added the process and when, and who last updated the process and when
- A visual progress bar indicating how much of the process is complete. This will always be set to 100% and Completed for Completed Processes.
- View button to view the process